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First Trust North American Energy Infrastructure Fund

256 hedge funds and large institutions have $1.56B invested in First Trust North American Energy Infrastructure Fund in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 112 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+27
Holders Change %
+11.79%
% of All Funds
3.95%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
44
Increased
112
Reduced
56
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
176
Kestra Private Wealth Services
Texas
$327K +$102K +4,097 +46%
Franklin Resources
177
Franklin Resources
California
$323K
TC
178
Telemus Capital
Michigan
$321K
CRWM
179
Castle Rock Wealth Management
California
$318K
RFWA
180
RPg Family Wealth Advisory
Massachusetts
$314K
PFO
181
Pathstone Family Office
New Jersey
$312K
Financial Engines Advisors
182
Financial Engines Advisors
California
$309K
MIAN
183
Mariner Independent Advisor Network
Kansas
$308K +$44K +1,760 +17%
MWM
184
Maripau Wealth Management
Indiana
$308K +$308K +12,178 New
HAC
185
Harbor Advisory Corp
New Hampshire
$298K
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$297K
IAIM
187
International Assets Investment Management
Florida
$294K +$294K +11,763 New
IF
188
Integrity Financial
Wyoming
$292K +$292K +11,679 New
MIM
189
MTM Investment Management
South Carolina
$282K
GWM
190
Geneos Wealth Management
Colorado
$281K +$4.4K +177 +2%
T
191
TRUADVICE
Florida
$268K +$6.98K +273 +3%
AWA
192
Arkadios Wealth Advisors
Georgia
$267K +$65.3K +2,612 +32%
SIA
193
Soltis Investment Advisors
Utah
$255K
AAS
194
Ameritas Advisory Services
Nebraska
$255K +$255K +10,209 New
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$248K +$1.41K +56 +0.6%
CW
196
CreativeOne Wealth
Kansas
$243K +$243K +9,732 New
WWM
197
Wagner Wealth Management
South Carolina
$239K +$239K +9,549 +106,100%
HA
198
HYA Advisors
Missouri
$235K +$1.75K +70 +0.8%
MCM
199
Morton Capital Management
California
$234K +$234K +9,365 New
COF
200
Capital One Financial
Virginia
$233K